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Internal Wholesale Broker Specialist Supervisor - Property


TX - Dallas

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General Description: Determine whether prospective client accounts can be placed within existing wholesale brokerage market carrier partners. Identify and arrange for appropriate insurance coverage through accessible wholesale brokerage and program markets. Provide management and oversight for Internal Wholesale Broker Specialists. 

Accountable for full-cycle recruitment, management, and development of assigned team. Includes providing leadership and guidance, training, and                                      performance management. 
Identify, plan, and resolve routine department coverage and workload issues. Take necessary action to resolve issues.
Market, quote, and bind new and renewal business directed to internal wholesale brokerage team.
Identify the appropriate market, price, coverage, terms, and conditions for internal clients. 
Identify the need, order, and evaluate additional risk assessment information.
Evaluate quotes and contract provisions offered by insurance markets. Present pricing and terms. 
Take policy to completion with recommending and binding coverage, invoicing, and policy issuance.
Develop and maintain relationships with internal resources and existing insurance carriers.
Build relationships with new insurance carriers, while also assisting to expand product offerings with current market partners.
Ensure a high degree of accuracy in agency management systems. 
Engage in professional development and relevant industry training. 
Maintain necessary licenses to underwrite business.
Keep informed about industry information, technology, and trends.

Knowledge, Skills and Abilities:
3-5 years of Property & Casualty brokerage or underwriting experience.
College degree preferred. 
Ability to manage a team effectively.
Broad and deep knowledge of insurance industry market and appetite.
Working knowledge of Microsoft Office suite of products.
Ability to meet established performance and revenue targets.
Ability to provide market intelligence, consultation, and client-specific assistance to inside sales associates.

Physical Demands
Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, and bending.

Analysis of Physical Demands:
Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.
Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend. 
Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery                  surfaces to and from work and occasionally reach outward to grab things and bend.
Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs,                              twisting/turning including reaching over shoulder or above head, kneeling or squatting.


USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
USI Insurance Services LLC ("USI") will not accept submission of any resumes or referral of any candidates to USI by any external recruiter or recruitment agency by any means (including via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a written contract for a specified position properly executed by an authorized member of the USI Talent Acquisition team. Any information submitted relating to any such individuals will become the property of USI, and USI will not be responsible for, or owe any fees associated with, the submission of any such information or referral of any such candidates.

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